Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) 0.67% 4.27% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 01/11/2024
More Performance Analytics Comparison
Name Start Date End Date
ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) 01/11/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.22 4.27 NA NA NA NA NA 0.67 6.60 4.66
Sharpe Ratio NA 0.69 NA NA NA NA NA -0.89 1.77 0.49
Standard Deviation(%) NA 1.88 NA NA NA NA NA 2.11 2.11 2.47
Draw Down(%) NA 1.46 NA NA NA NA NA 1.46 1.14 1.27
Yield(%) 0.00 4.21 3.58 2.15 1.08 0.72 0.54 1.74 4.46 4.52
Data as of 06/11/2026, Common starting date is 01/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZTRE (F/M 3-Year Investment Grade Corporate Bond Etf) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return